BOULDER ROTARY CLUB (EIN 840362489) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1919

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

BOULDER ROTARY CLUB, founded in 1919, is a small nonprofit that reported $188K in total revenue in fiscal year 2023. Expenses of $173K left a modest 8% surplus.

Mission

CIVIC CLUB ORGANIZED FOR THE PROMOTION OF SOCIAL WELFARE

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $185,986

Investment Income $0

Other Revenue $1,900

TOTAL REVENUE $187,886

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,808

Other Expenses $173,102

TOTAL EXPENSES $173,102

Year-over-Year Comparison

	2023	2022	Change
Revenue	$187,886	$197,226	0.0%
Expenses	$173,102	$172,100	+0.0%
Net Income	$14,784	$25,126	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

190

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karl Kurtz	President	10	Officer Director	$0	$0	$0
Chris Coker	Pres Elect	1	Officer Director	$0	$0	$0
Cassidy Murphy	Past President	1	Officer Director	$0	$0	$0
Brad Wiesley	Treasurer	2	Officer Director	$0	$0	$0
Karen de Barta	Secretary	2	Officer Director	$0	$0	$0
Jim Rolfes	Director	1	Director	$0	$0	$0
Hans Wiik	Director	1	Director	$0	$0	$0
Mike Simpson	Director	1	Director	$0	$0	$0
Linda Davidson	Director	1	Director	$0	$0	$0
Jon Jonis	Director	1	Director	$0	$0	$0
Randy Butler	Director	1	Director	$0	$0	$0
Shoni Kahn	Director	1	Director	$0	$0	$0
Doug Rutherfor	Director	1	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$187,886	$173,102	$168,668	$14,784
2023	$197,226	$172,100	$165,851	$25,126
2022	$175,780	$157,285	$138,956	$18,495
2021	$94,207	$99,358	$130,932	$-5,151

BOULDER ROTARY CLUB